See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,286 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,706 | $106,028-32.4% | $146,958-51.2% | $77,643-7.6% |
| Participation rate | 93.8% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.2pp |
| Annual return | 15.44% | 56.73%-41.3pp | 418.34%-402.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $3,250 | $4,063-20.0% | $4,933-34.1% | $2,726+19.2% |
| Participant deferral / active EE | $7,085 | $7,990-11.3% | $8,070-12.2% | $4,647+52.5% |
| Admin fee / account holder | $71 | $337-79.0% | $12,998-99.5% | $430-83.5% |